RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAYO icon
1126
Payoneer
PAYO
$2.05B
$6.01K ﹤0.01%
993
AEVA
1127
Aeva Technologies
AEVA
$654M
$5.96K ﹤0.01%
411
FRSH icon
1128
Freshworks
FRSH
$3.45B
$5.94K ﹤0.01%
505
MDB icon
1129
MongoDB
MDB
$32.7B
$5.9K ﹤0.01%
19
COTY icon
1130
Coty
COTY
$2.95B
$5.89K ﹤0.01%
1,457
OPRX icon
1131
OptimizeRx
OPRX
$263M
$5.86K ﹤0.01%
286
IRDM icon
1132
Iridium Communications
IRDM
$1.75B
$5.85K ﹤0.01%
335
+3
KOD icon
1133
Kodiak Sciences
KOD
$1.17B
$5.83K ﹤0.01%
356
RELY icon
1134
Remitly
RELY
$2.7B
$5.74K ﹤0.01%
352
BWIN
1135
Baldwin Insurance Group
BWIN
$1.89B
$5.73K ﹤0.01%
203
UAA icon
1136
Under Armour
UAA
$1.93B
$5.67K ﹤0.01%
1,136
BRZE icon
1137
Braze
BRZE
$3.26B
$5.63K ﹤0.01%
198
INTA icon
1138
Intapp
INTA
$3.54B
$5.36K ﹤0.01%
131
+12
SKYT icon
1139
SkyWater Technology
SKYT
$819M
$5.36K ﹤0.01%
287
RGTI icon
1140
Rigetti Computing
RGTI
$7.88B
$5.33K ﹤0.01%
179
HOOD icon
1141
Robinhood
HOOD
$113B
$5.3K ﹤0.01%
37
+13
FREL icon
1142
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$5.28K ﹤0.01%
190
-8
KMX icon
1143
CarMax
KMX
$5.68B
$5.16K ﹤0.01%
115
VCSH icon
1144
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$5.14K ﹤0.01%
64
-4
VCEL icon
1145
Vericel Corp
VCEL
$1.9B
$5.1K ﹤0.01%
162
BSMT icon
1146
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$222M
$4.92K ﹤0.01%
213
CYBR icon
1147
CyberArk
CYBR
$23.1B
$4.83K ﹤0.01%
10
FUN icon
1148
Cedar Fair
FUN
$1.53B
$4.73K ﹤0.01%
208
ALAB icon
1149
Astera Labs
ALAB
$24.1B
$4.5K ﹤0.01%
23
CODI icon
1150
Compass Diversified
CODI
$528M
$4.47K ﹤0.01%
675